Michael Haitz Email & Phone Number

Zürich, Schweiz

Zürich Und Umgebung, Schweiz

Zürich Und Umgebung, Schweiz

• Conceptualizing and executing a new sales and acquisition concept for Credit Suisse’s discretionary mandate offering “Private Mandates”• Redefining Private Mandates product shelf with a centred focus on clients needs• Defining the sales story and creating the pitchbooks for the different discretionary mandate solutions • Introducing video based product education and sales support for client portfolio managers and relationship managers• Organizing and conducting product specific workshops / roadshows for relationship managers and client portfolio managers• Supporting HNWI Relationship Manager (by?) presenting Private Mandate solutions to key clients• Setting up Credit Suisse’s discretionary mandates as investment platform for external asset managers (EAM)

Credit Suisse, Asset Management, Zurich

• Responsible portfolio manager for ETF/index fund based discretionary mandates “MyChoice” and “Preserve”• Deputy portfolio manager for ETF/index fund based discretionary mandates “Index”• Pre-clearance and coordination of ETF bulk trades with external and internal trading desks• Selection of passive investments for own strategies and in order to manage the “ETF/index fund Recommendation List” for other portfolio managers within Credit Suisse• Co-developing the investment algorithm for the rules-based “Preserve” mandate• Collaborating with ETF providers to launch specific ETFs to complement own strategy

Clariden Leu, Zurich

• Introducing and managing the “Global Value Mandate” targeting HWNI• Supporting senior relationship managers in presenting investment results to existing clients and introducing prospects to the investment strategy• Advising on investment strategy decisions to the mandate’s investment committee; voting member

Frankfurt Am Main, Germany

• Providing wealth management service to German “Mittelstand” entrepreneurs• Structuring of individualized investment solutions for target clients

Budapest, Hungary

• Supporting the Corporate Banking sales team in acquiring new and managing existing clients• Supporting the Local Credit Officer in a take-over of a loan portfolio of a competitor

• Supporting different departments of the bank• Scholarship for the bank’s exchange program with banks in France and Switzerland

Freiburg, Breisgau

• Developing and executing marketing plans for Ganter Brewery’s brand Freiburger Pilsener and Pepsi• Establishing and positioning the brands• Increasing sales strongly and substantially

Master Of Finance (M.Sc.), Finance

Activities and Societies: Leading the School's Investment Club (HfB Invest)

Bachelor Of Business Administration (B.B.A.), Bachelor Of Business Administration (B.B.A.)

Semester Abroad

Abitur (High School Degree)